Working with a Raymond James Advisor

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IT STARTS BY GETTING PERSONAL.

Your relationship with a Raymond James advisor begins with a meaningful conversation – about you. Your goals, your wants, your needs, your concerns, your family, your passion, your vision for the future. It’s about working together to understand the strategies and services that will give you the optimal chance to fulfill your objectives – to live the life you want.

NEXT, YOU AND YOUR ADVISOR WILL DEVELOP A COMPREHENSIVE PLAN.

Just like you, your plan is unique. It will be customized to help you reach major milestones – the ones you know are coming, and perhaps a few you have not considered yet. With comprehensive, institutional-quality resources, your advisor can provide a wide array of wealth management services, from investment strategies backed by industry renonowned research to estate planning vehicles that ensure your wishes are carried out exactly as you intend.In implementing the plan, your advisor will work in collaboration with other professionals, such as accountants and attorneys, to assure your financial plan is holistic – all aspects working together. Through Client Access, you will have online access to up-to-date account information, all while your accounts and information are protected by cybersecurity technology that goes well beyond the industry standard.

THROUGH THE YEARS, YOUR PLAN WILL EVOLVE WITH YOU.

The relationship with your advisor will grow deeper as you monitor the progress of your investments and review your strategy. Life events might require adjustments. Whatever the need, whatever phase of life you are in, your advisor will see you through.

 Working with a Raymond James advisor means you have more than a financial planner.  You have a trusted financial partner – for life.  

Four-Step Process

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Initial Exploration Meeting

Wealth Management Plan Presentation

Wealth Management Plan Presentation

  • Introduction to BluePrint Financial Planning
  • Assessment of current financial well being
  • Discussion of goals
  • Discussion of risk versus reward

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Wealth Management Plan Presentation

Wealth Management Plan Presentation

Wealth Management Plan Presentation

  • Create a guiding investment policy statement
  • Present recommendations and overall wealth management plan

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Service Commitment and Implementation

Service Commitment and Implementation

Service Commitment and Implementation

  • Execute your recommended plan with proper paperwork
  • Walk through services, including online access
  • Set up communication preferences and meeting schedules

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Regular Progress Meetings

Service Commitment and Implementation

Service Commitment and Implementation

  • Review life updates and changes, investments and financial plan; assess progress and recommend adjustments
  • Annually, semi-annually, or quarterly as needed

BluePrint Financial Planning

  (402) 873-0530

 kiel.vanderveen@raymondjames.com 

 1720 S 11th ST //  Nebraska City, NE  68410